Nvidia FQ1 26 – China? What China?
Game still on. Another great set of results confirms that the AI boom is still on and that any weakness from Chinese restrictions can easily...
Qualcomm vs. Apple – Another Fight Coming
Apple is itching to restart the fight but there is a limited window. While it is clear that Qualcomm’s modems are still far better than...
China EV – The shakeout
There will be fewer Chinese car makers. Recent price cuts from BYD are accelerating a price war against a backdrop of weak domestic demand, meaning...
MediaTek & Nvidia – Rumblings from Computex
Rumour is much worse than reality. Aside from Nvidia opening up the data centre CPU market, MediaTek was expected to enter the PC CPU market,...
OpenAI – A Consultant’s Dream
The most expensive consultant in history. OpenAI will acquire Jony Ive’s hardware start-up at an eye-watering valuation, but it has filed to acquire the man...
Google I/O – Fightback Begins
Google moves to defend its turf. Although Google is yet to see any impact from OpenAI, Perplexity etc on its Search business, it is moving...
Computex Day 2 & Microsoft Build – Tale of 2 Conferences
Computex Day 2 – Wider and deeper. While Nvidia dominated day 1 with data centre, it was left to the rest of the industry to...
Computex Day 1 – Nvidia Opens.
Nvidia is not standing still. Nvidia Founder Jensen Huang opened Computex 2025 with a confident session that launched new products aimed at the enterprise, but...
Alibaba FQ4 25 – AI no-show.
Economic gloom shatters AI dreams. Alibaba reported a mediocre set of results, underlining that the task at hand for the Chinese state is to breathe...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Artificial Intelligence – DeepSeek Who?